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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,242 hedge funds and large institutions have $20.6B invested in Schwab US Large- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 469 increasing their positions, 450 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,242
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.96%
Holding in Top 10
189
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
2.73%
New
106
Increased
469
Reduced
450
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$426M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$398M
3
CWM
Campbell Wealth Management
Virginia
+$347M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$207M
5
SA
Scarborough Advisors
Maryland
+$107M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$9.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$73.5M
3
DB
Dravo Bay
Delaware
-$32.1M
4
TCM
Tradewinds Capital Management
Washington
-$28.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
326
Atria Wealth Solutions
New York
$5.5M +$793K +35,076 +17%
CWA
327
Carolina Wealth Advisors
South Carolina
$5.47M -$202K -8,949 -4%
TWP
328
Tempus Wealth Planning
California
$5.43M -$30.1K -1,329 -0.6%
SPI
329
Santori & Peters Inc
Pennsylvania
$5.4M -$610K -26,979 -10%
MA
330
Mutual Advisors
Nebraska
$5.4M +$3.69M +484,449 +216%
VCAM
331
Van Cleef Asset Management
Ohio
$5.36M +$130K +5,730 +2%
LA
332
Lifeworks Advisors
Michigan
$5.29M +$4.57M +202,215 +641%
PA
333
Parallel Advisors
California
$5.28M +$120K +5,301 +2%
ELM
334
Elite Life Management
Florida
$5.27M +$931K +41,160 +21%
VST
335
Van Strum & Towne
California
$5.25M +$482K +21,309 +10%
SWM
336
Shelton Wealth Management
Texas
$5.1M -$666K -29,448 -12%
NC
337
Napatree Capital
Rhode Island
$5.1M -$364K -16,107 -7%
AAS
338
Avantax Advisory Services
Texas
$5.07M +$154K +6,795 +3%
CW
339
Code Waechter
Florida
$5.05M +$5.05M +223,182 New
B
340
Bailard
California
$5.03M +$33.3K +1,473 +0.7%
ECM
341
Exchange Capital Management
Michigan
$5.02M -$988K -43,665 -16%
FA
342
Financial Advisors
Massachusetts
$4.97M -$8.07K -357 -0.2%
BJL
343
Brighton Jones LLC
Washington
$4.8M +$1.62M +71,697 +51%
PFM
344
Peak Financial Management
Massachusetts
$4.75M -$679 -30 -0%
MCM
345
Mengis Capital Management
Oregon
$4.69M -$183K -8,082 -4%
CWA
346
Clearview Wealth Advisors
Oregon
$4.68M +$500K +22,089 +12%
SIC
347
Sigma Investment Counselors
Michigan
$4.68M +$10.3K +456 +0.2%
AWM
348
Axxcess Wealth Management
California
$4.68M +$190K +8,388 +4%
MWM
349
Mission Wealth Management
California
$4.63M -$122K -5,376 -3%
DP
350
Denver PWM
Colorado
$4.58M -$22.9K -1,014 -0.5%
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